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iShares Russell 2000 ETF

2,359 hedge funds and large institutions have $62.1B invested in iShares Russell 2000 ETF in 2025 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 779 increasing their positions, 1,072 reducing their positions, and 251 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.57% more ownership

Funds ownership: 89.62%97.19% (+7.6%)

6% less capital invested

Capital invested by funds: $65.9B → $62.1B (-$3.8B)

6% less funds holding

Funds holding: 2,5222,359 (-163)

20% less funds holding in top 10

Funds holding in top 10: 205165 (-40)

27% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 1,072

46% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 251

58% less call options, than puts

Call options by funds: $45.2B | Put options by funds: $108B

Holders
2,359
Holders Change
-163
Holders Change %
-6.46%
% of All Funds
31.63%
Holding in Top 10
165
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-19.51%
% of All Funds
2.21%
New
135
Increased
779
Reduced
1,072
Closed
251
Calls
$45.2B
Puts
$108B
Net Calls
-$62.5B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
2451
Vista Investment Partners II
Indiana
-$966K -4,372 Closed
HC
2452
Headland Capital
South Carolina
-$958K -4,337 Closed
CL
2453
CSS LLC
Illinois
-$868K -4,000 Closed
GCM
2454
Glaxis Capital Management
Florida
-$884K -4,000 Closed
MWM
2455
Moulton Wealth Management
Washington
-$872K -3,945 Closed
WAM
2456
Worth Asset Management
Texas
-$818K -3,700 Closed
AI
2457
Axecap Investments
Ohio
-$806K -3,647 Closed
ACP
2458
Aveo Capital Partners
Colorado
-$782K -3,540 Closed
BFA
2459
Brendel Financial Advisors
New Hampshire
-$760K -3,441 Closed
PIM
2460
Pullen Investment Management
Florida
-$752K -3,402 Closed
CFA
2461
Camarda Financial Advisors
Florida
-$751K -3,401 Closed
RAM
2462
Readystate Asset Management
Illinois
-$748K -3,384 Closed
TGAM
2463
TBH Global Asset Management
Tennessee
-$624K -2,824 Closed
SBLIC
2464
Security Benefit Life Insurance Company
Kansas
-$619K -2,800 Closed
PRS
2465
Pinkerton Retirement Specialists
Idaho
-$617K -2,794 Closed
RP
2466
Riverwater Partners
Wisconsin
-$611K -2,766 Closed
FTA
2467
Financial & Tax Architects
Missouri
-$600K -2,716 Closed
MWC
2468
MKD Wealth Coaches
Michigan
-$577K -2,613 Closed
WSCM
2469
Wellington Shields Capital Management
New York
-$571K -2,585 Closed
VAS
2470
Vestmark Advisory Solutions
Massachusetts
-$565K -2,557 Closed
AGDI
2471
Absolute Gestao de Investimentos
Brazil
-$559K -2,530 Closed
SAW
2472
Signal Advisors Wealth
Michigan
-$551K -2,494 Closed
SSG
2473
Summit Securities Group
New York
-$530K -2,400 Closed
PIAS
2474
PCA Investment Advisory Services
Ohio
-$528K -2,391 Closed
ICP
2475
Impact Capital Partners
Colorado
-$517K -2,341 Closed

IWM Hedge Fund Activity: Q1 2025 in Review

2,359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2025, worth a combined $62.1B — down 5.8% from $65.9B a quarter earlier.

Sellers outnumbered buyers: 251 funds closed out of IWM and 135 opened new positions — a net loss of 116 holders — while 1,072 trimmed existing stakes and 779 added.

The largest buyer was Goldman Sachs, adding an estimated $1.84B. The largest seller was Wells Fargo, cutting an estimated $848M.

  • 2,359 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2025, down from 2,522 in Q4 2024.
  • Funds reported $62.1B of iShares Russell 2000 ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 135 funds opened new iShares Russell 2000 ETF positions in Q1 2025 and 251 closed out, a net change of -116 holders.
  • The largest iShares Russell 2000 ETF buyer in Q1 2025 was Goldman Sachs, an estimated $1.84B added.
  • The largest iShares Russell 2000 ETF seller in Q1 2025 was Wells Fargo, an estimated $848M sold.

Based on aggregated 13F filings for Q1 2025.